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Wells Fargo

2,520 hedge funds and large institutions have $177B invested in Wells Fargo in 2025 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 962 increasing their positions, 994 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

3% less repeat investments, than reductions

Existing positions increased: 962 | Existing positions reduced: 994

6% less call options, than puts

Call options by funds: $3.78B | Put options by funds: $4.03B

6% less funds holding in top 10

Funds holding in top 10: 8782 (-5)

Holders
2,520
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.78B
Puts
$4.03B
Net Calls
Net Calls Change

Top Buyers

1 +$783M
2 +$567M
3 +$476M
4
BlackRock
BlackRock
New York
+$409M
5
Morgan Stanley
Morgan Stanley
New York
+$378M

Top Sellers

1 -$1.17B
2 -$921M
3 -$392M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$347M
5
Millennium Management
Millennium Management
New York
-$311M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
2401
Arlington Trust
Alabama
$34.8K
SHIM
2402
Stone House Investment Management
Pennsylvania
$34.3K
BC
2403
Barrett & Company
Rhode Island
$34.3K
MLA
2404
MB, Levis & Associates
Pennsylvania
$33.4K
AIC
2405
Archer Investment Corporation
Indiana
$32.4K
TIM
2406
Tortoise Investment Management
New York
$32.3K
PAM
2407
Parvin Asset Management
South Dakota
$32.3K
1M
2408
1248 Management
Missouri
$31.3K
BAM
2409
Bellevue Asset Management
Washington
$30.9K
SIS
2410
Strategic Investment Solutions
Illinois
$30.6K
RWM
2411
Rialto Wealth Management
New York
$29.5K
M
2412
MOTCO
Texas
$29.3K
ACM
2413
Accent Capital Management
Ohio
$29K
KPP
2414
Kings Path Partners
Texas
$28.7K
CAM
2415
Costello Asset Management
Pennsylvania
$28.6K
VWM
2416
Valley Wealth Managers
New Jersey
$27.7K
MWM
2417
Mascoma Wealth Management
New Hampshire
$27.2K
LFASL
2418
Lugano Financial Advisors SA (LFA)
Switzerland
$27.1K
CIAS
2419
CBIZ Investment Advisory Services
Ohio
$27.1K
MIM
2420
Meridiem Investment Management
United Kingdom
$25.1K
EPIM
2421
Evelyn Partners Investment Management
$24.4K
RTL
2422
Red Tortoise LLC
Georgia
$24.1K
CMA
2423
Cedar Mountain Advisors
Oregon
$23.7K
MSG
2424
Main Street Group
Virginia
$23K
PP
2425
PFS Partners
New Jersey
$22.3K